See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PENSION ADMINISTRATORS & CONSULTANT10+ years Service code 13 · EIN 43-1151881 1544 WOODLAKE DR · CHESTERFIELD, MO 63017 | Contract Administrator | $232,298 |
JW TERRILL INC4 years Filed as: JW TERRILL Service code 22 · EIN 43-1233416 825 MARYLAND CENTRE DR · CHESTERFIELD, MO 63017 | Insurance Broker | $41,653 |
MILLIMAN, INC.10+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675941 ONE FINANCIAL BROADWAY · SAINT LOUIS, MO 63102 | Actuarial | $18,634 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172176 PO BOX 95093 · CHICAGO, IL 60694 | Accounting | $13,500 |
SCHUCHAT, COOK & WERNER10+ years Filed as: SCHUCHAT COOK & WERNER Service code 29 · EIN 43-0763010 555 WASHINGTON AVENUE · SAINT LOUIS, MO 63101 | Legal | $12,467 |
PRINCIPAL MUTUAL LIFE INSURANCE CO10+ years Service code 13 · EIN 43-1341466 PO BOX 9394 · DES MOINES, IA 50306 | Contract Administrator | $5,395 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $138,807-100.0% | $138,807-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 10.0%-10.0pp | 39.2%-39.2pp |
| Annual return | 316.95% | 8.45%+308.5pp | 8.39%+308.6pp | 13.91%+303.0pp |
| Employer contribution / active EE | $0 | $25,911-100.0% | $20,497-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $0 | $16-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $41,846-100.0% | - | $41,846-100.0% |